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Wedmont Private Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Wedmont Private Capital’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Buy
3,450
+496
+17% +$252K 0.06% 187
2026
Q1 		$1.09M Buy
2,954
+1,550
+110% +$529K 0.04% 293
2025
Q4 		$456K Buy
+1,404
New +$414K 0.02% 511

Other funds holding SOXX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wedmont Private Capital's SOXX Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Semiconductor ETF (SOXX) stake by 17% in Q2 2026, buying an estimated $252K and bringing the position to 3,450 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #187.

Wedmont Private Capital first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Wedmont Private Capital held 3,450 shares of iShares Semiconductor ETF worth $2.01M as of Q2 2026.
  • Wedmont Private Capital bought 496 iShares Semiconductor ETF shares in Q2 2026, an estimated $252K.
  • iShares Semiconductor ETF made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #187 holding.
  • Wedmont Private Capital first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.